Software for Accounting Firms
Automate Bookkeeping Tasks with Docyt and Save Time
- Manual bookkeeping is time-consuming and tedious. Docyt’s automation and artificial intelligence technology will handle the coding of transactions, journal entries, and reconciliation of your bank and credit card transactions in QuickBooks Online.
- You're always in control. You train the Docyt AI on how to code transactions. You can also review and re-do transaction coding and document matching at any time. Docyt will learn from you and re-sync the updated data to QuickBooks.
- With more time on your hands, you are free to focus on value-added services with higher earning potential like advisory, outsourced CFO services, and tax preparation.
- Docyt centralizes your client's data by continuously collecting and digitizing receipts, invoices, and bank statements throughout the year and securely storing them in one location. This makes tax time less stressful. Also, all data is encrypted.
Real-Time Communication with Clients in a Safe, Secure Space
- Eliminate time-consuming voicemail and email back-and-forth by instead communicating with clients directly within Docyt’s shared workspace. Request documents, flag transactions that require client feedback, and ask questions. Communication history is tied to the relevant transaction for easy audit. Workflows will be more efficient and you can meet clients' needs faster.
- See each client’s bookkeeping status and outstanding tasks at a glance.
- With Docyt, your clients get modern mobile and web apps to make accounting more accessible and convenient.
Increase Employee Satisfaction with Added Responsibility and Better Communication
- As Docyt takes on more of the mundane bookkeeping tasks, you can shift your employees to higher-value activities.
- Cloud-based Docyt allows you and your team to collaborate, get work done, and share real-time financial insights internally or with your clients from anywhere, anytime.
Franchise Owners Who Use Docyt
What our customers had to say
Bhupen B. Amin
Lotus Hotels & Investments
I chose Docyt to better organize and simplify our accounting and accounts payable systems. It has turned out to be a great choice and alleviated the stress and burden of those functions. I’ve enjoyed my relationships with the Docyt team and look forward to continuing to work with them.
Tony Agosta
Partner, Agosta Insurance
Docyt has made my interaction with my accountant more meaningful. Happy that I am finally spending more time improving my business rather than doing manual data entry or other frustrating back office work.
